BK Investment + Wealth Advisors Ltd.

Independent and competent private wealth advice is a model that enables us to serve our clients with tailor made solutions to their existing needs and future objectives with regard to their private wealth. As a multi family office, our services focus on the global management of our client's wealth, encompassing various aspects such as protecting, growing and monitoring their assets and fulfilling their family's strategy.

In providing private wealth services, we are not subject to any corporate doctrine or tied to a restricted product range. We always act in our clients best interests, suggesting tailor-made investment strategies and employing top level asset managers whose performance is closely monitored.

Our Services

We provide a broad range of services with a focus on private clients, trusts, foundations and family offices domiciled in Switzerland and abroad.

The main focus of our business activities are:

• Private wealth advice
• Formulation of investment policies and asset allocations
• Reporting and consolidation services
• Monitoring of asset managers
• Asset manager selection
• Customized asset management

Our Team

Harry Kohli
BK Investment + Wealth Advisors Ltd.
Brandschenkestrasse 90
CH-8027 Zurich
Switzerland
T: +41 58 261 54 60
F: +41 58 261 54 61
h.kohli@bkinvest.ch

David Bussmann
BK Investment + Wealth Advisors Ltd.
Brandschenkestrasse 90
CH-8027 Zurich
Switzerland
T: + 41 58 261 54 63
F: + 41 58 261 54 61
d.bussmann@bkinvest.ch